Job Templates allow you to create common jobs to quickly fill out a new job form with one click. With Job Templates, you can specify the Job Title, Location, Notes, and an auto-generated Basic Invoice to be automatically inserted into your new job form.
Creating a Job Template
Begin by navigating to Jobs in the left-side menu, then selecting Create Job.
Instead of entering your job details as normal, select Create Template.
You can now enter the details for your job template. A job title is required, but you can add a subtitle, assigned users, job tags, notes, and files if needed. Enter a location for your job in the location field if it's always the same. In most cases, you will leave this blank so that the customer's address is automatically inserted into the field instead. Press Save Job after entering your details.
You can optionally add scheduling parameters to job templates to make scheduling even easier. When scheduling a new job using a job template, the Find Availability feature will take these parameters into consideration to speed up the scheduling process.
Team Members Needed: by default, we require at least one team member needed for a job. If you set 2 people required, FieldPulse will identify time slots that are available for different combinations of two of your employees.
Team Members: select specific team members who are eligible to work this job.
Time Slot Duration: this represents the amount of time that a job will block off on your users' calendars.
Time Slot Buffers: optionally add a required amount of time to be available on your employees' calendars before and after a job. This is helpful for taking into account drive time between multiple jobs.
Lead Time: this is the minimum amount of time required before a job can be scheduled.
Skills: utilize user tags to specify skills and other information to qualify specific users for working the job.
Booking Window: select specific hours on each day of the week for when the job is available.
To edit or delete your template, navigate to Jobs, then Templates, and select the pencil icon to edit or the trash icon to delete your template.
Custom Forms on Job Templates
You can now easily create standardized job templates that include pre-designed Custom Forms that you've created or imported! This will save you time and ensure that there is consistency and accuracy in the information you and your team are gathering. This is available on the web app as well as our mobile app!
From the menu on the left-hand side of your screen select Jobs under the Work tab. Locate the Templates tab from the top menu and then click into one of your job templates. In the example shown below, I am clicking into the job template titled "Humidity Check".
Once on the template record, click on the Forms tab from the top menu.
By clicking the green Create New button you can easily attach one of the custom forms you've created within Company Settings to this job template. Notice that in the example below, I already have a custom form attached to this job template. By clicking the green Create New button, I can attach more than one custom form to this job template.
Upon clicking Create New, it will ask you to select the form you'd like to attach.
After selecting the form you wish to attach, remember to press the blue Save button.
The form is now attached to this job template record and will be available to be filled out every time a job is created with this job template.
If I was to create a job using the "Humidity Check" job template you can see that those forms have been successfully attached and are ready to use by navigating to the Forms tab from the top menu.
Using Job Templates
To use a job template, begin by selecting Create Job, then select Import Template before entering any details. You can then choose a template from the dropdown list. The template details will auto-populate into your job record, saving you time and ensuring consistency.
Video Tutorial
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.